See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,819 | $210,648-35.5% | $177,989-23.7% | $145,922-6.9% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 40.40% | 385.86%-345.5pp | 294.48%-254.1pp | 561.29%-520.9pp |
| Employer contribution / active EE | $6,141 | $4,565+34.5% | $3,949+55.5% | $4,660+31.8% |
| Participant deferral / active EE | $8,457 | $6,958+21.6% | $6,276+34.8% | $6,688+26.5% |
| Admin fee / account holder | $493 | $12,013-95.9% | $10,363-95.2% | $13,397-96.3% |